Original filing (PDF)20250729092546NAL0001473811001

PHELAN PHELAN AND DANEK LLP

Name: PHELAN PHELAN AND DANEK LLP — PHELAN PHELAN AND DANEK LLP 401K PSP, Form 5500 (2024)
Creator: PHELAN PHELAN AND DANEK LLP

Form 5500-SF

FILING_RECEIVED

PHELAN PHELAN AND DANEK LLP 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHELAN PHELAN AND DANEK LLP.

Plan sponsor

Name

PHELAN PHELAN AND DANEK LLP

EIN

59-3787874

Address

300 GREAT OAKS BLVD STE 315 · ALBANY, NY · 12203

Phone

(518) 640-6900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MITCHELL AND BARLOW PC

MITCHELL AND BARLOW 401K SAVINGS PLAN

$2.1M · 22 participants

BUNDY MCDONALD, LLC

BUNDY MCDONALD, LLC CASH BALANCE PLAN

$2.1M · 2 participants

GERSTEN & GERSTEN, LLP

GERSTEN & GERSTEN 401(K) RETIREMENT PLAN AND TRUST

$2.1M · 4 participants

GRIER WRIGHT MARTINEZ, PA

GRIER WRIGHT MARTINEZ, PA 401(K) PLAN

$2.1M · 5 participants

WOOLSTON & TARTER, PC

WOOLSTON & TARTER, PC 401(K) PROFIT SHARING PLAN